Institutional Ownership Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR). We have compiled data on the 367 institutions that hold shares in the stock, with a total of 42.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
13,412
shares
|
$680,122
0.21% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
13,368
shares
|
$677,891
0.07% of portfolio
|
Q4 2024
Reduced 11.62%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
13,316
shares
|
$675,254
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
13,298
shares
|
$674,341
0.08% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
13,181
shares
|
$668,408
0.02% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
13,178
shares
|
$668,256
0.01% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
12,686
shares
|
$643,307
0.02% of portfolio
|
Q4 2024
Reduced 84.07%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
12,475
shares
|
$632,607
0.23% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
12,039
shares
|
$610,497
0.35% of portfolio
|
Q4 2022
Reduced 49.22%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
12,015
shares
|
$609,280
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
11,994
shares
|
$608,215
0.28% of portfolio
|
Q4 2024
Reduced 15.47%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
11,734
shares
|
$595,031
0.05% of portfolio
|
Q2 2024
Reduced 43.85%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
11,592
shares
|
$587,830
0.02% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
11,574
shares
|
$586,917
0.01% of portfolio
|
Q4 2024
Added 17.26%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
11,525
shares
|
$584,432
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
11,456
shares
|
$580,933
0.45% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
11,447
shares
|
$580,477
0.0% of portfolio
|
Q4 2024
Reduced 45.62%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
11,301
shares
|
$573,073
0.4% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
11,200
shares
|
$567,952
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
11,199
shares
|
$567,901
0.35% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
11,127
shares
|
$564,250
0.19% of portfolio
|
Q4 2024
Reduced 41.98%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
11,033
shares
|
$559,483
0.09% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
11,012
shares
|
$558,418
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
10,957
shares
|
$555,629
0.49% of portfolio
|
Q4 2024
Added 26.48%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
10,854
shares
|
$550,406
0.04% of portfolio
|
Q1 2023
Reduced 8.44%
|